Design & Print Data Directly using Canvas Print View

Design & Print Data Directly using Canvas Print View

Hello Everyone,

We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with ease.

Whether you’re printing labels for shipping, creating personalized forms, or need to document one particular record's information, this feature gives you the control and flexibility to design, customize, and print right from your CRM.

What can you do with Print View?

With Canvas Print View, you can print out a single record's data or a few selected records' data or even the total number of records per page onto physical sheets directly from your CRM account to your hands. Simply :
  1. Design a custom layout using Canvas by pulling details automatically from your CRM modules
  2. Generate a clean, printable sheet of mailing labels
  3. Print information out on standard paper sizes like A4 or Letter from your selected module,
  4. Automatically display cutting lines to guide separation for
  5. Save time and reduce manual errors without leaving your CRM

Scenario 1: Print Shipping labels from your CRM Account

Imagine you’re running a shipping or courier service, and you manage all your customer data within Zoho CRM. Your team needs to generate address labels for daily deliveries. You can use the print view to :
  1. Create a custom mailing label layout using Canvas and get customer contact details automatically from your contact module.
  2. Generate a clean, printable sheet of mailing labels
  3. Choose to display cutting lines to guide label separation
  4. Finally, print them out on standard paper sizes like A4, Letter from your selected module
And, Voila! Your team now has all the address labels they need for daily deliveries.

Look at the GIF below to understand how Canvas Print View works for print mailing labels.


Scenario 2 : Print Service Report Forms in an Auto-shop Repair Firm

Say, you run an automobile service centre, and you use Zoho CRM to track customer vehicles, service requests, complaints, and repair details. After completing a repair job, the technician updates the service record in CRM with details such as the vehicle model, service type, parts replaced, labour cost, and total cost.

Using the Print View feature in Canvas, the service centre generates a Service Report that includes:
  1. Customer name, email, and phone number
  2. Service number and Service date
  3. Vehicle Name, Complaint, and Feedback
Now, you can hand this printed report to the customer as proof of service where both the technician and the customer can be signed for acknowledgment and stored in the customer’s file as part of their service history. This is any day better than giving customers a rough invoice or verbal update, and encourages repeat visits for future services.

The GIF below will help you understand how Canvas Print View works for such scenarios.


Other examples where you can use this feature

Similarly, you can use the Print View feature of Canvas to create printable sheets for other scenarios, such as :

  1. Create academic course sheets, promotion letters and more automatically from the courses module,



  2. Resume, id card, or other identification forms for marketing activities or related events,



  3. Certificates, contracts, agreements, or guarantees that need to be manually attested by customers


Customization Options to print Mailing labels

Canvas Print View offers a wide range of customization options to help you design exactly how you want to print out your mailing labels. The options available are :
  1. Paper Sizes: Choose from Mailing Label formats based on your printing needs
  2. Orientation: Switch between Portrait or Landscape mode to suit your layout design
  3. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click
  4. Print record in :
    1. Choose to print the mailing labels per page or in a list or in a Grid.
    2. To print mailing labels per page, users can choose the same margin for all sides and align center options.
    3. To print mailing labels in a list, users can choose the same margin for all sides, align center and cutting lines options.
    4. To print mailing labels in a grid, users can choose the same margin for all sides, align center, auto width, and cutting lines options.


Notes
Note :
  1. Align Center : Aligns your content to the center of the page or adjust freely
  2. Auto Width : Enable this setting to fit content dynamically within the layout
  3. Cutting Lines : Add visible cutting guides to clearly separate labels or sections on the page

Customization Options to print A4 or Letter format information

The customization options available for printing information in A4 or Letter paper sizes are :
  1. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click.
  2. Print record in : Choose to print the information per page or in a list.
    1. To print information per page, users can only choose to apply the same margin for all sides.
    2. To print mailing labels in a list, users can choose to apply the same margin for all sides and enable cutting lines to guide separation.



Info
Availability : This feature is available to all users except for IN DC users. It will be opened up for the Indian data centre users shortly.

No more exporting, formatting, or jumping between tools to generate print-ready documents. Canvas Print View can be your print-buddy that can let you tailor documents to suit your business requirements.

Head over to your Canvas builder, select the Print View option, and start creating beautifully customized templates that work on paper just as well as on screen.

Feel free to comment below if you need any assistance from us!

Thanks & Regards
Serena Woolridge

    • Recent Topics

    • FINALLY! 100% Responsive iFrame for HTML Page Snippet

      For the past two years or so I have been battling with Page Snippets' responsiveness (HTML, Embed, and ZML). Furthermore, if you use the native embedded reports, especially more than one report on a page, you have to set a static height because they're

    • Associate project with timer on iPhone

      When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.

    • Import and Export of website.

      Hi, i have raised this ticket regarding challenges i am facing while importing a website on zoho sites. I have created my website on Squarespace and now i want to move it to zoho sites so i want to know what i am supposed to do whats the correct step

    • Important update on our transition to the new video platform framework

      As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changes

    • Deleted User Emails

      I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA

    • #14 Get Paid Without Spending Time on Manual Follow-ups

      It's the end of the month. Payroll is due next week. A software subscription is about to renew. A vendor payment is waiting for approval. On paper, the business is doing great. Projects are getting completed. Customers are happy. Invoices have already

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Ability to select the attachment of a record when sending an email from FSM

      Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,

    • Function #11: Apply unused credits automatically to invoices

      Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

    • Add spaces to input format

      In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on

    • Zoho CRM Deal API returning null pipeline in case of default pipeline

      Hey team, We are writing to report an issue with the Deals module pipeline API behavior that we believe stems from how the default (Standard) pipeline is handled when no custom pipelines have been configured. When the "Manage Pipelines" page under CRM

    • Quebec Canada Tax GST and QST

      Hello Expert, Whenever we I create invoice for Quebec, Canada, it calculating wrong tax amount, can you please validate Attached the screenshot, which is calculating wrong tax amount on QST

    • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

      As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

    • What's New in Zoho Forms

      Hey there, We've been heads-down shipping this quarter. Because every update we ship is about making your forms do more, with less effort from you. This quarter too, we expanded what Zoho Forms can do. Here's everything that shipped. Spotlight Forms Some

    • Zoho Creator and Bluetooth Beacons?

      Hi all, Has anyone developed anything in Zoho Creator that leverages Bluetooth? Specifically to detect bluetooth beacons (iBeacon, Eddystone, etc.)? Thank you, Josh

    • Zoho Books | Product updates | June 2026

      Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules

    • API to post drafts for social media

      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

    • Updating Zoho Books UI when a field is changed

      I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");

    • What's New in Zoho Inventory | April & May 2026

      Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

    • Bullet Charts Stuck Loading Without Data

      I have a dashboard with some widgets in bullet chart format, but some of them do not have data. Since there is no data, they keep loading indefinitely instead of displaying “No Data,” as happens with the percentage widget next to them. This issue prevents

    • How to get Monday as 1st day of the week?

      Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris

    • Shall we play a game?

      Presenting the very first game created using ZOHO Creator: Tic-Tac-Toe (or noughts and crosses) I made this to challenge myself and employ some of the new features of ZOHO Creator. I must admit that the code is very literal and not too elegant. There are plans to improve on the machine AI and streamline the code over time. Currently the code makes extensive use of functions for the machine "AI" - there are 12 of these.   The machine AI can be tricked, so to counteract that I made it exceedingly arrogant

    • Check printing alignments always changes

      Hello, We have a frustrating problem with printing checks. We use Quickbooks voucher checks, which works okay for us. The problem is the printing alignment for the check's "Date, Pay to the Order of, Amount, and Amount in Words" changes every time we

    • name change of company in same GSTIN registration . how to retain historical company name for past transactions?

      hello I have recently change my company name from BHANU DIAM to BHANUMATI IMPEX in same GSTIN registration number While i have update the company name in profile name that change all my historic data like sale invoices and purchase bill , i would like

    • iOS Books app shows filtered view after changing to All sales orders

      My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuck

    • Recurring Invoices

      I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10

    • Conditional Drop Downs

      Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results

    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

    • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

      I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

    • How to record GST amount for Value of Service on Inward remittance charged by bank

      Hi please advice I have a situation.    1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But  CGST

    • Resources - Sort by rows consumed

      Please add the ability to sort by the total rows consumed in the Resources section of Settings. I would like to see which table is consuming the most rows by sorting from high to low.

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Editing a bundle

      How can I edit a bundle?

    • Approval escalation

      Hi I would like to have an approval escalation if Approver 1 does not approve/reject a request with a certain SLA. Currently I have a status field that changes to "Pending approver 2 approval" after a certain time, however the challenge I am faced with

    • Referral module for our Zoho People employees

      I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to

    • Conflicts on zoho project Tasks

      Hi We want to use ZOHO Project for scheduling our technicians. We have maintenance contract with our customers. We schedule interventions on customer sites. So we created projects for each contract and task for interventions. So if a technician need to go to customer I create task and schedule them after depending of availibility. When I need to assign a date I use start Date and due date on the task. But I realized there is no conflict management. I called support and they told me it is not developped.

    • Upcoming webinar : Build high-converting sales pipelines with Zoho LandingPage and Bigin

      For small businesses, generating leads is only half the battle. The real challenge is staying organized, following up consistently, and turning those leads into customers. Join us for this webinar to learn how Zoho LandingPage and Bigin can help you create

    • New UX Improvements in the Zoho Expense iOS and Android Apps

      Hello users, We're excited to share the latest updates and enhancements we've made to the iOS and Android apps of Zoho Expense. These updates have been designed to make your day-to-day expense and travel management even simpler. Note: We will be rolling

    • Next Page